StrategIQ Financial Group 17+

StrategIQ Financial Group

Designed for iPad

    • Free

Screenshots

Description

See your complete financial picture and interact with your financial advisor.

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending/receiving files to/from your wealth advisor.
• And more!

App Privacy

The developer, StrategIQ Financial Group, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like

Waverly Advisors
Finance
MyRIACompliance
Finance
Reconciliator
Finance
AAEC Credit Union
Finance
Work, Save, Retire
Finance
The Checkbook
Finance